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Adam M

Saint Marys, OH

LPL Enterprise

Adam Meyer is a financial advisor with LPL Enterprise in Saint Marys, Ohio, holding 13 years of industry experience. He has worked at Prudential Insurance Company of America since 2012 and joined LPL Enterprise in 2024. Outside of his advisory role, he owns and operates Forever Fit 24/7 LLC, a gym business. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm provides financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products, supported by an integrated platform combining adviser programs with active sales of other financial products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Travis E

Series 66

St. Marys, OH

Edward Jones

Travis Elsass is a financial advisor with Edward Jones in St. Marys, Ohio. He holds the Series 66 designation and has 19 years of industry experience, including 20 years with Edward Jones. Outside of his advisory role, he is involved with Table Investments LLC, a rental property business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a large network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Wealth management Retired Founder/Business Owner Executive
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Kevin M

PFS™, Series 63

Fort Loramie, OH

Cetera

Kevin Meiring is a financial advisor with Cetera, holding the PFS™ and Series 63 credentials and bringing 24 years of industry experience. He has been with Cetera since 2017 and also owns Meiring Investment and Insurance. In addition to his advisory work, Meiring owns and operates a CPA and accounting firm, Risse, Meiring & Company, Inc. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a multi-manager platform with access to various investment strategies and program structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Todd B

Series 66

Celina, OH

J.P. Morgan Securities

Todd Belden is a financial advisor with J.P. Morgan Securities who holds a Series 66 designation and has 19 years of industry experience. He has been with J.P. Morgan Securities since 2012 and concurrently works with JPMORGAN Chase Bank, N.A. since 2011. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory capabilities with additional market-facing registrations and functions, delivering non-discretionary advisory services alongside brokerage and investment management.

Wealth management Executive Founder/Business Owner
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Justin E

Saint Marys, OH

LPL Enterprise

Justin Eigenbrod is a financial advisor with LPL Enterprise, holding six years of industry experience. Prior to joining LPL Enterprise in 2024, he worked with Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he has been involved with Platinum Auto Group since 2017. LPL Enterprise serves a diverse client base including individuals, retirement plans, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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John B

CFP®, Series 66

Versailles, OH

OSAIC

John Barga is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at OSAIC since 2025. His prior roles include three years at Edward Jones and extensive experience in insurance and financial services roles. Outside of his advisory work, he holds several community positions including board member of the Darke County Foundation and leadership roles with local nonprofit organizations such as the Versailles Knights of Columbus and Versailles Lions Club. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a broad range of investment options and employs firm-provided asset-allocation tools and third-party services to manage portfolios on both discretionary and non-discretionary bases.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Christopher M

Series 63

Celina, OH

Edward Jones

Christopher Mohler is a financial advisor with Edward Jones in Celina, Ohio, holding a Series 63 designation and 31 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1995. Outside of his advisory role, Mohler owns Infinite Inspirations LLC, a limited liability company involved in managing several properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of financial advisors and branch offices.

General retirement planning Retired Founder/Business Owner Executive
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Mary K

Series 66

Coldwater, OH

Cetera

Mary Koesters is a financial advisor with Cetera, holding a Series 66 designation and 19 years of industry experience. She has worked at Cetera since 2025 and previously held roles at Avantax Investment Services, 1st Global Advisors, and Moorman, Harting & Co. In addition to her advisory work, she provides tax preparation services through Moorman, Harting & Co. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, employing both discretionary and non-discretionary strategies.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Katie E

Series 66

St Marys, OH

Edward Jones

Katie Elson is a financial advisor with Edward Jones, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, she worked at the Columbus Zoo and Aquarium for six years and was involved with the St Marys Area Chamber of Commerce. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 financial advisors. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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James H

Series 66

Coldwater, OH

Cetera

James Harting is a financial advisor with Cetera who holds a Series 66 credential and has 26 years of industry experience. He has worked with firms including Avantax Investment Services and 1ST Global Advisors, and maintains a longstanding accounting and tax preparation practice through Moorman Harting & Co. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party and affiliated investment managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Daniel W

Series 66

Versailles, OH

OSAIC

Daniel Watren is a financial advisor at Osaic with 26 years of industry experience. He holds a Series 66 designation and has worked at Osaic since 2018, following two years at Signator Investors, Inc. He is a member of the board of directors for Greenville National Bancorp and serves on the boards of two local nonprofit organizations focused on community development and youth safety education. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a broad network of affiliated advisers and platforms. The firm offers integrated brokerage and advisory services, utilizing various tools and third-party solutions to construct and manage portfolios across asset classes for individual and institutional investors.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Alec R

Series 65, Series 63

Celina, OH

LPL Financial

Alec Robertson is a financial advisor with LPL Financial in Celina, Ohio. He holds Series 65 and Series 63 licenses and has one year of industry experience. His prior roles include positions at Citizens National Bank, Fidelity Investments, and Fidant Wealth Partners of Ameriprise Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management and offering access to model portfolios and research.

College savings (529s, UTMA, etc.)
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Amy W

Series 66

Celina, OH

Edward Jones

Amy Wicker is a financial advisor at Edward Jones in Celina, OH, holding a Series 66 designation with 13 years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Eric M

Series 66

Celina, OH

Edward Jones

Eric Mohler is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and has previously worked at Bath High School, WOSN, Celina High School, and Century 21 Realtors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Retirement income strategy General retirement planning ESG / Sustainable investing Retired Founder/Business Owner Executive Values-based investing Religious/faith focused
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Douglas B

Series 66

Celina, OH

Cetera

Douglas Bertke is a financial advisor with Cetera, holding a Series 66 designation and bringing 17 years of industry experience. His career includes roles at Avantax Investment Services, 1st Global Capital Corp., and Moorman, Harting & Company, where he has also served as an accountant since 2007. Outside of his advisory work, he serves as treasurer for the Celina-Mercer County Chamber of Commerce and as a board member on the Mercer County Revolving Loan Review Board. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform with substantial assets under management and a wide network of advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Jacob S

Series 66

Coldwater, OH

Cetera

Jacob Schmidt is a financial advisor at Cetera with a Series 66 designation. He has experience working at Moorman, Harting & Company since 2019 and has been with Cetera Investment Advisor and Cetera Wealth Services since 2025. His background includes multiple roles across advisory and related services since 2018. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients, including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform featuring both affiliated and third-party managers, supporting a diverse set of investment strategies and program structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Marlene G

Series 66

Ft Recovery, OH

Cetera

Marlene Gagel is a financial advisor at Cetera with 26 years of industry experience. She holds a Series 66 designation and has previously worked at Avantax Advisory Services and 1st Global Advisors. In addition to her advisory role, she is a member of Muhlenkamp & Gagel Wealth Advisors LLC, which provides financial services. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Bruce J

ChFC®, Series 63

Saint Mary's, OH

Cetera

Bruce Jones is a financial advisor at Cetera with 34 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at Concourse Financial Group Securities Inc, MML Investors Services LLC, and Massachusetts Mutual Life Insurance Company. He is also the owner of Grandlake Insurance Consultants LLC, where he sells and services fixed life and annuity products. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of investment management and retirement services through a multi-manager platform with discretionary and non-discretionary program options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Aaron R

Series 63, Series 65

New Bremen, OH

LPL Financial

Aaron Rohrbaugh is a financial advisor with LPL Financial in New Bremen, Ohio, holding Series 63 and Series 65 designations and possessing 23 years of industry experience. He has been with LPL Financial since 2012. LPL Financial is an SEC‑registered investment adviser and broker‑dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non‑discretionary management with access to model portfolios and research from multiple sources.

College savings (529s, UTMA, etc.)
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Keith F

CFP®, Series 63

St Marys, OH

Ameriprise

Keith Fledderjohann is a CFP® professional with 40 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked with Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he serves on the Board of Directors and as Treasurer for the St Marys Rotary Club, volunteers at Zion Lutheran Church, and leads the monthly meetings of the Tri County Coin Club. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, providing tailored, non-discretionary recommendations that incorporate research, modeling, and tax-efficiency analysis. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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